Dell's AI Server Surge: Backlog Boom Fuels Bold Forecasts
WPN, Thursday, December 25th, 2025
Dell Technologies' AI server backlog expansion and upgraded 7-9% revenue growth outlook through 2030 position it as an AI infrastructure powerhouse, despite storage softness and insider sales.
Dell Technologies Inc. is riding a wave of artificial intelligence demand that has swollen its server order backlog to unprecedented levels, prompting executives to lift long-term financial projections amid a frenzy for AI infrastructure. The company's positioning as a linchpin in the AI hardware race has investors buzzing, with shares showing resilience even as broader market pressures mount. Recent disclosures reveal a backlog ballooning past prior records, signaling sustained revenue potential through 2030.